The below article briefly answers the most frequently asked questions our Support Team receives regarding Preferences in Genie.
Before you begin
For general enquiries about the Preferences options in Genie, please refer to the Preferences section of our Knowledgebase.
If you can't find an answer to your question below or on the Knowledgebase, please contact Genie Support, who will be happy to assist.
Log in as the current administrator and navigate to File > Set Administrator. You will then be prompted to select the User you wish to be the new Administrator
It is only possible to allocate the Administrator role to one user. It is possible to provide users with greater accessibility in Genie using the Edit Groups feature, but the Administrator role itself is not one of these options.
If you have updated your name in your User Preferences you will notice that your username at the login window will not change. This is because your username is set when your user is created and cannot be adjusted simply through user preferences. This is due to the number of records that it affects in Genie. If you are needing to update your username for any reason, please contact Genie Support to discuss.
If you've forgotten your Genie password we will need to issue an override so that the password can be updated. This override can only be given to the Licensee or a user Genie Support have received written permission to give the override to.
In the event that you have forgotten your password, please contact Genie Support to assist.
For more information on Passwords, please refer to our Passwords article.
If you are getting a prompt saying you aren't allowed to perform a certain function (as below), it's possible that you don't have the right preferences selected in Edit Groups.
Edit Groups determines which users can perform which functions within Genie. To make changes to the functions you can perform in Genie, navigate to File > Edit Groups. Locate the group you are in by selecting it on the left hand side. Members of the selected group will change on the right. Make your changes as necessary in the three central tabs and Save.
Please Note: any changes you make to your group will apply to all members of your group. If you want certain options to be available to you only, you will need to put yourself in your own group.
For more information on Edit Groups, please refer to our Edit Groups article.
If you think somebody else would appreciate reading this article feel free to email them a link.